Status update emails can be set up to send a preset templated email on completion of a phase in a workflow.
There is a video walk through and step by step PDF guide available.

Let’s start with triggering the template from a status change, within a Phase

So at this stage, you should have been through these articles one by one, and created your Services as to how you want this to happen? If you haven’t - naughty, head back to Step 3 

Head to Settings - Services - Actions

Within the Phase, you can see a section that states ‘template for an email to send on completing the phase’

From here, your newly created custom template will be visible within the dropdown - fab!

Tips for when to use this

You could have it so Engager has been doing the arduous task of chasing your client for bank statements / WIP etc using the automation service (which we’ll go through below) and then once you or a staff member has COMPLETED the Phase, Engager will email the client your template. 

So in the example below, you can have it so Engager will send a template thanking the client for records, inform the client that the accounts are now due to be worked on, expect them in 4-6 weeks etc.

Once the Preparation phase is Completed, this can then inform the client that the accounts are now in REVIEW with you Senior Tax Specialist, eta could be 5 working days. 

Let Engager be your client touch-point master by using Phases, Workflows and Automations

We’ll even remind you that we’ll send an email to the client after completing that phase - if you don’t need to send it, don’t - you are in total control of all the Engager behaviours